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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Annex Advisory Services
Wisconsin
$265K -$12.2K -1,164 -5%
HWA
327
Heritage Way Advisors
Illinois
$261K – – –
AWM
328
Avior Wealth Management
Nebraska
$260K -$2.77K -264 -1%
APP
329
Avantax Planning Partners
Iowa
$260K +$1.82K +174 +0.7%
DAM
330
Delta Asset Management
Tennessee
$258K +$252K +24,006 New
GI
331
GS Investments
Minnesota
$256K +$6.79K +648 +3%
LA
332
Leonetti & Associates
Illinois
$253K – – –
SMFS
333
Squar Milner Financial Services
California
$253K +$232K +22,116 New
SB
334
Simmons Bank
Arkansas
$252K -$31.1K -2,964 -11%
SWM
335
Stockman Wealth Management
Montana
$252K +$14.5K +1,380 +6%
LJAC
336
L.J. Altfest & Co
New York
$252K +$246K +23,430 New
CAN
337
Cetera Advisor Networks
California
$251K +$1.57K +150 +0.6%
HIC
338
Hartline Investment Corp
Illinois
$249K +$243K +23,136 New
FFWA
339
FRG Family Wealth Advisors
Washington
$248K – – –
PA
340
Paracle Advisors
Washington
$244K +$189 +18 +0.1%
CIC
341
Carnegie Investment Counsel
Ohio
$244K +$237K +22,620 New
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$240K -$4.34K -414 -2%
EAM
343
Evanson Asset Management
California
$239K -$3.52K -336 -1%
CCM
344
Carlson Capital Management
Minnesota
$232K +$9.25K +882 +4%
RCAG
345
Rehmann Capital Advisory Group
Michigan
$228K +$377 +36 +0.2%
PP
346
Palladium Partners
Virginia
$220K – – –
AMIM
347
Aull & Monroe Investment Management
Alabama
$219K -$4.4K -420 -2%
DADC
348
D.A. Davidson & Co
Montana
$219K – – –
RWA
349
River Wealth Advisors
Pennsylvania
$219K +$214K +20,406 New
WA
350
Wealth Architects
California
$218K -$31.5K -3,006 -13%